Overview

Retirement investing is a subject about which far too little is known-and far too much of what people think they know is dead wrong. While most books on retirement finance use predatory tactics to push confusing investment regimens that put your irreplaceable nest egg at risk, The Perfect-Retirement Formula strips away confusion, guiding you toward a future that lives up to your long-ago daydreams of what retirement should look like. The Perfect-Retirement Formula unveils a remarkable investing platform that provides total principal protection-for life-as well as the tools for using that principal to generate income to meet each retiree's individual goals. A unique set of challenges faces the 77 million Baby Boomers now coming up on age 65, in addition to nearly 40 million Americans already living in retirement. With them in mind, author and noted retirement expert Robert P. Burns introduces a revolutionary program of upside-only investing that enables retirees to sleep at night...then get up in the morning and have a rewarding day. The line on the cover says it all: Build a lifestyle income that you can't outlive. Touring the economic landscape with honesty, empathy and wit, Burns begins by exploring other highly touted investment programs and schemes. Using vivid real-world examples, the author debunks myths surrounding stocks, bonds, mutual funds, diversification, variable annuities, and much more. He reveals the hidden fees that can easily erode a third or more of investor profits. Yes, this is a book of bruising realities, but it is also a bright shining beacon of hope. That's because in Part 2 the author shows investors how to achieve something they've been falsely conditioned to regard as impossible: absolute downside protection for your nest egg plus the ability to participate meaningfully in market run-ups. All while taking a satisfactory income and beating the tax man at his own game. The Perfect-Retirement Formula gives you room to catch your breath and relax for a moment as it instructs you on how to start with what you have and move forward...wherever you find yourself today. From there on you can indeed lock in profits and eliminate loss. Like the trusted handshake of a friend, this guide offers the support and encouragement you need to navigate the financial decisions you face, so you can enjoy a satisfying, personalized retirement.

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9781494435097

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Robert P. Burns is a pioneering force in a revolutionary, retirement-friendly financial industry. He was born in Pennsylvania to Depression-era parents who raised him with sage advice and profound love. They instilled in him a lifelong commitment to hard work and generosity of both money and spirit. As a kid, he quickly learned the art of saving every penny-as well as the subsequent art of accumulating more pennies, followed by the art of using those pennies to generate still more pennies. Robert later put those skills to use as part of what he now calls that other financial industry -the one that gets all the free publicity (despite having sunk so many retirements!). He did well enough on behalf of both his clients and himself during the boom years, but he was never comfortable with the self-serving business model, and he was downright uneasy about keeping clients' money at risk. Then came the crash of 2008, the second major market tumble of the decade. After a particularly sobering account review with an older couple in the wake of that crash, Robert had his aha moment He vowed never again to be involved with financial products that might one day force him to apologize to clients for failing to protect their assets. He would give up his securities license. This awakening put Robert on a path of financial discovery that ultimately led him to the unique, upside-only investing regimen that today forms the hallmark of the firm he founded, Senior Safety Net. That regimen has catapulted Senior Safety net to its status as one of fastest-growing firms in the nation's hottest financial niche, retirement-income planning. Robert recognizes that while safeguarding your nest egg is vital, safety alone is not enough to fulfill those long-ago daydreams of a happy, fully satisfying retirement. That takes income... without risk. Through his book, The Perfect-Retirement Formula, Robert share his expertise with a broad audience of older Americans who seek honest guidance as they make key decisions about their financial futures.

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